Lump Sum10 years ago
$10,000 invested once
$11,043+$1,043 · +10.43%
Total invested$10,000
Annualised (CAGR)+2.17%
Max drawdown-53.16%
SIP · Monthly57 contributions
$100 every month
$6,812+$1,112 · +19.51%
Total invested$5,700
Money-weighted (XIRR)+7.75%
Max drawdown-22.79%
SIP · Biweekly121 contributions
$100 every two weeks
$14,498+$2,398 · +19.82%
Total invested$12,100
Money-weighted (XIRR)+7.86%
Max drawdown-20.86%
Playground
How you invest
Growth of your contributions
You invest
$15,700
It would be worth
$17,855after your settings in BBUC.TO
Profit
+$2,155+13.72% on money in
Annualised return
+3.43%Money-weighted (XIRR)
Deepest dip
-41.85%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+8.20% | -11.15% | -14.41% | -23.43% | +27.03% p.a. | — | — |
Calendar-year returns
| 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|
| -30.53% | +22.98% | +18.29% | +40.14% | -22.02% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2022 | $11,000 | $7,726 | -$3,274 | -29.76% |
| 2023 | $12,200 | $10,961 | -$1,239 | -10.15% |
| 2024 | $13,500 | $14,476 | +$976 | +7.23% |
| 2025 | $14,700 | $21,730 | +$7,030 | +47.82% |
| 2026 (YTD) | $15,700 | $17,855 | +$2,155 | +13.72% |
Best 12-month stretch
+80.40%Nov 2023 → Nov 2024
Worst 12-month stretch
-43.95%Oct 2022 → Oct 2023
Deepest drawdown
-53.16%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$416on $10,000, trailing 10 years